Category Archives: Main Page

Sellers in denial as 28% of GTA listed homes now sit vacant

As sales continue to slow in Canada’s property markets, the hottest spots in the greater Toronto (GTA) and Vancouver areas are, so far, still considered ‘sellers’ markets’ even as some 28% of the GTA’s listed properties are now sitting vacant– … Continue reading →

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Thoughts on a secular top in Canadian and Australian debt and realty prices

Thanks to a reader for sending this clip along.  Different countries, same financial behaviors and mean reversion cycles likely.  The components are well articulated in this segment.  A key point to all ‘investors’: “This is a very extended property bubble, … Continue reading →

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Recession overdue, likely to arrive sooner than later

Further to my Peak prices, capital waves receding article today, this discussion elaborates further on key catalysts and coming opportunities for which we are prepared. Jim Millstein sees a recession sooner than expected on record global debt and rising rates. … Continue reading →

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